David John Marotta

@Marotta Asset Management

Latest period2024 - Q4

Reported8d ago

Managed Assets$477.964M

Total holdings110

Assets growth rate-6.16%

Assets growth rate (2-Q avg)-0.39%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Marotta Asset Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 110 positions.

Assets under management

The assets under management (AUM) of Marotta Asset Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 477.964M in assets, with a quarterly growth rate of -6.16% and a 2-quarter average growth rate of -0.39%. The portfolio is managed by David John Marotta, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
TSLATesla Motors Inc Recent Activity New Position	0.08%	$358,420 945 shares@ $379.29 avg price	New Position
AVGOBroadcom Inc Recent Activity New Position	0.05%	$223,401 963 shares@ $231.99 avg price	New Position
KTBKontoor Brands Inc Recent Activity New Position	0.05%	$205,031 2,411 shares@ $85.04 avg price	New Position